AMPL Amplitude, Inc.
Price Chart
Executive Summary
Amplitude reported Q1 2026 revenue of $93.5M (+17% YoY), beating consensus by ~0.5%, and GAAP EPS of -$0.17 (vs -$0.19 consensus, a 10.5% beat). ARR grew 17% YoY to $374M, and guidance for Q2 2026 revenue of $96.9-99.1M implies continued momentum. However, FCF worsened to -$13.2M from -$9.2M a year ago, and the company remains GAAP-unprofitable.
Key Financial Metrics
Actionable Insight
The ARR acceleration to 17% and strong guidance suggest healthy demand, but widening FCF burn warrants monitoring. Watch for Q2 2026 results to confirm margin improvement and cash flow discipline.
Key Facts
- Q1 2026 revenue $93.5M, +17% YoY, above $93.0M consensus
- GAAP EPS -$0.17 vs consensus -$0.19 (beat of ~10.5%)
- ARR $374M, +17% YoY (accelerating from 16% in Q3 2025)
- RPO $427.4M, +31% YoY
- Q2 2026 revenue guidance $96.9-99.1M; FY2026 revenue guidance $397-403M
- FCF -$13.2M vs -$9.2M in prior year quarter, cash burn increased
- Strategic partnership with Statsig to take on brand and customers
Financial Impact
Revenue beat by ~$0.5M (0.5%), EPS beat by $0.02 (10.5%) vs consensus
Risk Factors
- Negative FCF and non-GAAP operating loss of -$3.1M indicate continued cash burn
- High stock-based compensation ($20M) dilutes shareholders
- Integration and cost of Statsig partnership could pressure margins
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-209264 |
| Document: ampl-20260506.htm | 0001193125-26-209264 |
| Document: 0001193125-26-209264-index-headers.html | 0001193125-26-209264 |
| Document: 0001193125-26-209264-index.html | 0001193125-26-209264 |
| Document: 0001193125-26-209264.txt | 0001193125-26-209264 |
| 8-K Data (Synthetic) | 0001193125-26-209264 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 6, 2026
3d ago
|
ANALYST-DOWNGRADE
| $5.91 $7.66 | ▼ −29.61% | ▼ −28.78% | $7.17 (−21.32%) |
|
May 16, 2026
24d ago
|
ANALYST-UPGRADE
| $10.22 $6.34 | ▼ −37.96% | ▼ −36.20% | $7.17 (−29.84%) |
|
May 7, 2026
4w ago
|
ANALYST-DOWNGRADE
| $5.91 $8.11 | ▲ +37.23% | ▲ +34.09% | $7.17 (+21.32%) |
|
May 6, 2026
4w ago
|
8-K
| $5.91 $8.11 | ▲ +37.23% | ▲ +34.09% | $7.17 (+21.32%) |
|
Apr 24, 2026
6w ago
|
DEFA14A
| $7.03 $6.84 | ▼ −2.70% | ▼ −7.66% | $7.17 (+1.99%) |
|
Apr 16, 2026
7w ago
|
ANALYST-UPGRADE
| $6.79 $5.98 | ▼ −11.93% | ▼ −17.74% | $7.17 (+5.60%) |
|
Feb 24, 2026
15w ago
|
8-K
| $6.66 $6.59 | ▼ −1.05% | ▲ +4.18% | $7.17 (+7.66%) |
US Market Status
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